Advisor at Innermost Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Innermost Wealth Management, LLC
Location
Troy, MI
Credentials
CFP®, CRPC®
Industry experience
10 years
I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences.
I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs.
My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices.
I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you.
Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.
Based on a tiered schedule starting at 1% annually
Based on complexity and scope
Assets Under Management (AUM) fees are billed according to a tiered schedule and include both comprehensive financial planning and ongoing investment management.Flat or Project-Based Fees are determined by factors such as the scope of services, complexity, time required, and any additional research or resources necessary to support your unique needs.For full details, please refer to our firm’s ADV, linked below.
Troy, MI
Michigan
Nectarine
2025 - 2025 (1 year)
Innermost Wealth Management, LLC
2024 - Present (2 years)
Kimberly Houston, LLC
2022 - Present (4 years)
Origin Investment Advisory LLC
2022 - 2024 (2 years)
Kaydan Wealth Management, Inc.
2020 - 2022 (2 years)
Raymond James Financial Services
2020 - 2020 (1 year)
LPL Financial
2018 - 2020 (2 years)
N/A
2017 - 2017 (1 year)
Rehmann Financial
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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